401(k) · DOL Form 5500 · 2024

Sdb Wine & Spirits, Inc. 401(k) Plan

Data updated 2026-08-25

$590K
Total assets Small plan by assets: 6
Participants Small participant base: 19th
Percentile by assets National rank: $98,356
Avg per participant Below avg balance/head

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Official DOL plan name: Sdb 401(k) Plan. · Sponsored by Sdb Wine & Spirits, Inc. · New York · Retail Trade

$590K in assets, 6 participants

Sdb Wine & Spirits, Inc.'s Sdb 401(k) Plan. reported $590K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 19th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#2,429 in Retail Trade (8,048 peers)

Sdb Wine & Spirits, Inc. multi-year trail

Sdb Wine & Spirits, Inc.'s plans moved -12.6% in assets from 2022 to 2024; this filing shows Sdb 401(k) Plan. at $590K / 6 participants.

#2,429
in Retail Trade (8,048 peers): +5.7%
assets growth YoY

Sdb 401(k) Plan. among the smaller filed plans by assets

Sdb 401(k) Plan. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$590,134 19th percentile higher than 19% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sdb 401(k) Plan. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sdb 401(k) Plan. is a micro filing (6 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sdb 401(k) Plan. reported net income rose from -$117K in the plan year 2023 filing to $32K in the plan year 2024 filing.
Sdb 401(k) Plan. reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Sdb 401(k) Plan. end-of-year assets rose from $558K in the plan year 2023 filing to $590K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 812629853 · Sdb Wine & Spirits, Inc. PY 2024 · 401(k)

Sdb 401(k) Plan. · $590K · 6 · 19th

ASSETS $590K
ASSETS 6
ASSETS 19th
ASSETS 401(k)
ASSETS near Claremont Property Co. 401(k) Plan
ASSETS ind #2429

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Sdb 401(k) Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sdb Wine & Spirits, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $590K 12.610544771743188% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$675K
2023	1	5	$558K
2024	1	6	$590K

Sdb Wine & Spirits, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$558K
Net Assets (End of Year)	$590K
Net Income	$32K
Employer EIN	812629853
Plan Effective Date	2016-05-17
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sdb 401(k) Plan. vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Sdb 401(k) Plan. side-by-side with 3 peers →

Sdb 401(k) Plan.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Claremont Property Co. 401(k) Plan in TX ($590K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($590K here).

Claremont Property Co. 401(k) Plan (TX) $590K · 111
Ejj Enterprise Corp. 401(k) Profit Sharing Plan (MD) $590K · 2
Unboundspark Holdings Corp 401(k) Plan (CA) $590K · 2
Batech Corporation 401(k) Plan (VA) $590K · 2

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sdb 401(k) Plan. assets move in 2024? ▼

Sdb 401(k) Plan. grew at a solid clip - up 5.7% during 2024, from $558K to $590K. Reported net income was $32K.

How have Sdb Wine & Spirits, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sdb Wine & Spirits, Inc.'s sponsor-wide assets declined 12.6%, from $675K to $590K.

Where does Sdb 401(k) Plan. rank by assets among Form 5500 filers? ▼

Sdb 401(k) Plan. ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Sdb 401(k) Plan.? ▼

Among 401(k) plans in other states, the closest by assets is Claremont Property Co. 401(k) Plan in TX ($590K, 111 participants).

Which 401(k) plans cover a similar participant headcount to Sdb 401(k) Plan.? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812629853.